Since the start of the new year, I have noticed business owners posting on LinkedIn daily or several times a week. Yay for being more active! Boo for the frequency and overall execution. Double boo for the AI-generated content and visuals. It is riff-raff. Please just stop making mistakes on LinkedIn — you can do better!
Instead, Connect With Other Business Owners and Leaders
Right now, LinkedIn is the only place to connect with like-minded professionals, business owners, industry leaders and potential leads. This is the only social network where you can get updates from your industry’s leaders on what’s happening in their career or company. In addition to that, it is a platform for professional development — hello LinkedIn Learning — and to get the heads-up on industry trends, emerging technologies, the state of the economy and more.
Personally, I love seeing updates from my connections on awards they have won, events they have attended, professional milestones and shout-outs about what is happening in their business or with their people. Please, get back to that.
LinkedIn Builds Professional Credibility
So hey, business owners and leaders: Let’s harken back to the three Cs of successful brands. Conviction, consistency and connection should be your guidance on how to use LinkedIn successfully.
Focusing on connection and the relevancy of your content are the things that matter. If your target doesn’t care about what you stand for and if it isn’t authentic and purposeful, no one will pay attention. The stronger the emotional connection, the more likely your target or your connections will be positively pre-disposed to your organization.
Business Owners and Leaders Build Connection on LinkedIn
Trusted relationships develop into emotional bonds. And this is true for LinkedIn. Loyalty to your brand or to you as a business leader means greater business success for you, and reduced competitive threat.
While you may think staged photography of you behind your computer or with a team member, belongs on your personal LinkedIn timeline, think again. It is not enough to just show yourself working. Let your followers know what you’re thinking. Don’t weaken connections with your professional network you spent decades to build. Keep connecting with your network in ways that help them.
Balance helpfulness, expertise and relatability to boost engagement on LinkedIn without excessive self-promotion. Please and thank you. Again, for the love of Pete, keep your audience interested by providing value. Establish your authority by sharing your expertise.
And above all, build connection.
Front Porch Marketing can help if you need additional thoughts on how to use LinkedIn, how to build and maintain connection with your network, or just some counsel on your LinkedIn brand or personal page. We know you can rock it in 2026!
The best marketing doesn’t feel transactional, it’s really love. It feels intentional. Considered. Human. At its core, great creative work is rooted in love. Love for the craft, caring about the message and most importantly, caring for the people on the other side of it. When brands lead with that mindset, the work resonates more deeply and the message lasts longer.
In an industry built on deadlines, deliverables, and data, it’s easy to forget that love still plays a critical role in effective marketing, design, and strategy. Since it’s close to Valentine’s Day, we thought we would remind you.
Love the Craft to Do the Work Well
There’s a difference between producing content and crafting it. Loving it. The latter takes time, curiosity and pride in the details.
Loving the work means:
Choosing words carefully instead of settling for filler
Designing with intention, not just jumping on trends or settling for trite
Thinking through strategy instead of jumping straight to execution
When teams genuinely enjoy what they do, it shows up in the final product. The work feels thoughtful instead of rushed, confident instead of generic. Audiences may not know why it feels better but they can definitely feel the difference. It’s love.
Showing Love For Your Audience Means Making It About Them
One of the biggest shifts brands have to make is moving from “What do we want to say?” to “What does our audience need to hear?”
Loving your audience means:
Respecting their time with clear, concise messaging focused on them
Understanding their challenges before offering solutions
Speaking in a voice that feels approachable, not know-it-all
When messaging is built around empathy and love for the audience, it stops feeling like marketing and starts feeling like service. The most effective brands don’t talk at people, they listen first and then respond. They’re helpful. They’re kind. They’re loving.
A Strong Brand Voice Is an Act of Love and Care
A brand’s voice is often the first relationship it builds with its audience. When that voice is inconsistent, overly polished or impersonal, trust quickly erodes.
Brands that love and care invest in:
Defining a voice that reflects their values
Writing copy that sounds human and relatable
Staying consistent across channels and touchpoints
A thoughtful brand voice signals reliability. It tells the audience, “We know who we are and we respect you enough to show up clearly every time. Because we love you.”
Strategy With Heart Is Strategy That Works
Data and insights are essential of course, but remember that they’re not the whole story. The strongest strategies balance logic with intuition and empathy. Look at your audience, your research, your approach through the eyes of love.
A strategy with heart means:
Looking beyond metrics to understand behavior (not just demographics, but psychographics)
Asking why people respond, not just how
Creating work that feels relevant, not opportunistic
When strategy is grounded in a genuine understanding of human needs and motivations, creative work becomes more meaningful and more effective. It’s a demonstration of not just your love of your product or service, but your care for the people you are helping with your product or service.
Doing Work You Believe In Changes Everything
When teams care about the work, the audience feels it. At Front Porch Marketing, we always say we are doing what we love, with people we love, while we take care of our loves. That’s our thing. We help clients who really care about their audience, and their audience loyalty grows. When marketing is rooted in connection rather than noise, it earns people’s attention instead of demanding it.
At the end of the day, the most impactful marketing isn’t built on cleverness alone, it’s built on intention, empathy and a real respect for the people it’s meant to reach. It’s built on love. Because when creative work comes from a place of caring, it doesn’t just perform better, it means more. And isn’t that why we do what we do?
The New Year is an ideal time for nonprofits and businesses to reflect on their past public relations efforts and set the foundation for a successful year ahead. A well-thought-out PR plan in the new year can help you connect with your audience, grow your brand and achieve measurable goals. Here are 5 tips for PR planning for the upcoming year.
New Year Evaluation
Before planning your next PR strategy, assess past efforts.
Which campaigns were the most successful: Analyze the metrics such as engagement rates, media coverage and audience reach to understand what contributed to their success. Were there specific tactics, platforms, or timing that played a crucial role?
What messages did your audience find most impactful: Investigate feedback, responses and sentiment analysis from your audience. Identify themes or messaging styles that connect well. Then explore how you can build on these elements in your future communications.
Identify PR Target Audiences
Understanding your target audience and their interests is crucial for New Year PR plan success.
Media Outlets and Journalists: Engaging with the press can amplify your message and increase visibility in the new year. Build connections with journalists and understand the types of stories they cover. This will help you communicate your objectives effectively and garner much-needed media attention.
Community Partners: These are organizations that contribute their time and resources to your cause. Recognize their commitment and the specific ways they wish to engage. You will foster a sense of community and encourage deeper involvement.
Concise PR Messaging
Your messaging should be clear and convey a compelling narrative that aligns seamlessly with your mission and values in the new year.
Emphasize the impact of your work: Clearly articulate the positive changes your organization creates in the community, showcasing specific outcomes and success stories that demonstrate your effectiveness.
Inspirational action: Motivate your audience to take meaningful steps, whether it’s donating, engaging with your organization, participating in fundraising events or sharing your message through media channels. Create a sense of urgency and importance that encourages them to get involved.
New Year PR Content Calendar
Consistency is vital in public relations, and an organized content calendar for the new year can serve as your guiding tool.
Press release dates: Mark your calendar with key dates for releasing press statements about major announcements, such as product launches, partnerships, or significant milestones. This ensures that you capitalize on timely news cycles.
Media outreach deadlines: Set clear deadlines for contacting journalists and media outlets. This includes pitches and follow-up plans, ensuring that your team can collaborate effectively and securely establish valuable media connections.
PR Media Metrics
Finally, taking time in the new year for monitoring your progress using robust analytics tools is essential for evaluating the effectiveness and success of your public relations strategies.
Track of media coverage and impressions. Keep a close eye on the extent and frequency of your media coverage, as well as the total impressions generated. This will help you gauge how widely your message is being disseminated and your brand’s reach across various publications.
In a world of crowded inboxes and constant notifications, effective Customer Relationship Management (CRM) in the form of email and text messaging isn’t about sending more, it’s about sending smarter. Whether you’re communicating through email or text (SMS), the goal is the same: deliver the right message, to the right person, at the right time.
CRM channels like email and text are powerful because they’re personal. These messages land directly in someone’s inbox or phone, making relevance, timing and clarity absolutely critical. Start with some best practices to help your email and text campaigns connect, engage and convert.
Start With Segmentation For Stronger Email and Text Messaging
Before you write a single word, define who your message is for in each particular instance. Generic messaging leads to generic results. But specific messaging for a specific set of people generates tailored results that the receiver will find to be helpful and motivating. Segmentation can be based on:
Past purchases or behaviors
Engagement history
Location or timing
Lifecycle stage (new lead, active customer, lapsed customer)
Write Like a Human in Email and Text Messaging
People don’t want to read corporate language in their inbox or texts. CRM messages should sound conversational, clear, and approachable. Even in B2B environments, friendly and direct almost always outperforms formal and vague. For both email and text messaging try to:
Use short sentences and simple words
Avoid jargon and buzzwords that you might use in your marketing department
Write how your brand would actually speak to a person, as if they were a person
Make the Value Clear and Get to the Point Fast
You only have a few seconds to earn attention, especially on mobile. Always ask yourself: What’s in it for the reader and make sure they can tell immediately.
For Email Messaging:
Subject lines should quickly communicate benefit or relevance (remember your character count here is 60, including spaces)
The first sentence should reinforce why this matters to the reader
For Text Messaging:
Lead with the purpose of the message
Avoid burying the point under greetings or filler
Remember you have a maximum of 160 characters, including a link and the best practices phrase “Text STOP to end” at the end of the SMS
Keep Calls to Action (CTAs) in Email and Text Messaging Simple and Specific
Every CRM message should guide the reader toward one clear next step. Avoid stacking multiple asks or multiple CTAs into a single message. Focus in your messaging increases a reader’s follow-through.
Best practices for strong CTAs:
Are action-oriented (“Book your spot,” “Download the guide,” “View your offer”)
Match the intent of the message
Feel easy to complete
Optimize for Mobile (Because That’s Where It’s Read)
Most CRM messages are read on phones, even emails are mobile first these days. If it’s not easy to read on a small screen, it’s unlikely to be read at all.
Best practices:
Use short paragraphs and plenty of white space
Avoid long blocks of text
Make buttons large and easy to tap
Keep SMS messages concise and skimmable
Test, Learn and Refine Your CRM Messaging
The most effective CRM programs evolve over time. Even small improvements in open rates or click-through rates can lead to significant gains. Consider regularly testing:
Subject lines
Send times
Message length
CTA wording
Personalization
When it Comes to Email and Text Messaging, Be Helpful First, Promotional Second
At its best, CRM messaging feels like good service to loyal customers, not advertising. When emails and texts deliver value, solve problems or save time, they build trust that lasts beyond a single click. Strong email and text messaging isn’t about filling calendars or hitting send quotas. It’s about building relationships one relevant, well-timed, precisely-crafted message at a time.
What are the marketing trends to look for in 2026? Every new year brings fresh predictions, buzzwords, and strategies that can make marketing feel overwhelming. As algorithms continue to change, often we shift and adjust (or panic about Google’s new rule). However, the reality is that the strongest marketing trends are not about chasing what is new. Instead, trends focus on adapting what already works in smarter and more intentional ways.
As we move into 2026, we see marketing becoming more human, more strategic, and more focused on genuine connections. Here are the key marketing trends to watch and lean into this year (if you are curious about 2025 trends, we wrote about those too).
Authentic Content Over Perfection
Overly polished visuals are losing their edge. Today’s audiences and clients want authentic content, not sales-driven or staged. In fact, authenticity isn’t just preferred; it is expected.
Content that prioritizes connection over aesthetics
Casual, conversational captions
People are more likely to engage with content that feels genuine and relatable rather than overly produced.
Short-Form Video Will Remain a Marketing Trend in 2026
Short-form videos aren’t going anywhere. That said the marketing trends to watch in 2026 depend less on what you post and more on why and where you’re posting it.
Specifically, high-performing video content focuses on:
Education, storytelling or quick insights
Consistency rather than going viral
Repurposing content across platforms
Reaching audience where they already spend time
Brands need to prioritize intentional video content that aligns with their values and speaks directly to their audience. directly to their audience.
Personalized Marketing Over Generic Marketing
Generic messaging has become easier than ever to scroll past. In the marketing trend for 2026, clients expect content that feels tailored to their needs and interests.
We create these opportunities by:
Listening to our clients
Creating marketing plans
Prioritize personalization over generic marketing strategy
When audiences feel seen and understood, trust naturally follows. Personalization not only builds stronger relationships but also drives stronger results. ships but also drives stronger results. e long run. Personalization not only builds stronger relationships but also drives stronger results.
Final Thoughts on Marketing Trends in 2026
Overall, marketing trends in 2026 are less about doing more but about doing things better. Authenticity, personalization, strategy, and consistency are shaping how brands and clients connect with their audiences in meaningful ways.
Although trends will continue to evolve, the foundation remains the same — we continue to focus on understanding our audience, providing value and showing up with purpose. When marketing is rooted in connection rather than pressure to chase what’s new and shiny, it becomes not only more meaningful but also far more successful.
This year is a significant business anniversary for Front Porch Marketing! ‘Cause when you are fifteen … yep, had to … the lyrics from the icon and brilliant, bad a** storyteller and business woman Taylor Swift. We are honored and humbled to be celebrating our 15th year in business beginning this March. Which has all our marketing and branding wheels spinning.
What’s Significant About 2026?
It is not only our 15th anniversary. We have a new client who has engaged us to develop a brand audit, brand architecture and a 2026 marketing plan. Oh, and 2026 marks this client’s 30th year in business. Another significant business anniversary! Well, celebrations and events are always top of mind on the Porch. So, in my best football mom voice, Let’s go!
Looking for Ways to Rock Your Significant Business Birthday?
Whether it is this year or next, Front Porch Marketing can help. First of all, remember all things you do as a business should be in your brand voice and colors. Next, build on traditions and the vernacular you have established — for your brand and within your company culture — with your clients and advocates. Keep doing more of what makes you YOU!
Ready to celebrate your significant business anniversary? Look up the traditional and modern gifts and words associated with the significant year celebrations. For 30, for example, it is pearls, diamonds, lilies and other delightful 30th anniversary attributes.
Idea Starters For Your Significant Day Celebration
The big day to celebrate in 2026, for our current client, would be the 30th of every month starting in the month that they were founded for twelve months • Social media post related to the anniversary • Gift in line with 30 years to client’s advocates or to the founding client • Same to current and possibly prospective clients
Nonprofit tie-in • Donating $3,000 to a nonprofit near and dear to the brand or some special philanthropic tie-in • Asking for submissions directed to nonprofits, asking why their nonprofit should get $3,000
Team recognition • Special 30th anniversary branded gift • Celebration event for team • Volunteering together for 30 hours during the anniversary year
Short-term logo with 30th anniversary tagline or “30” incorporated into the design
30th anniversary website banner
Updated social media timeline covers and/or avatars
Handwritten notes with a special gift — or no gift — to those who helped you start the business or who are key to keeping you motivated to think differently. Recognize those who are always propping you up throughout the year
We Thank YOU For Helping Us Reach This Significant Year
It is not lost on us that we could not have done these past fifteen years without you. We could not have done this without team members present and past, and those that are yet to come. To those team members who we pull in when we have overflow or need special expertise: Thank you.
To those who refer us to other business leaders and contacts? We give our endless gratitude. To the champions of Front Porch Marketing who ask us to speak at events or are always at the willing to talk to clients looking for additional expertise and resources.
We are grateful for you all. Humbled and blessed always. Our team is honored to work with those we love for whom we love while taking care of our loves.
There would be no Front Porch Marketing without all y’all.
Before we knew it, 2025 came to an end. A year that was filled with opportunities, challenges, transitions and even moments of uncertainty. Looking back, it’s clear that these obstacles provided immense amounts of growth for our Rockers, both professionally and personally. The gratitude we feel for our clients and one another far outweigh any stress or uncertainty that we faced along the way.
Each of the following reflections tells a story of resilience, gratitude and progress, highlighting the meaningful growth and the trends that defined 2025, both within our work and in our personal lives.
Chief Rocker Julie Porter
Personally, this year was full of blessings. Andrew, my son, graduated with his MBA from Rollins College. We are so proud! Audrey, my daughter, continued to excel in school and proclaimed a love of acting and a hobby of being a soccer goalie.
Professionally, our team said goodbye to an important team member but gained a rock star. We had interns move on to amazing things and welcomed new ones. We were blessed with new clients and remained honored to continue on with our current clients. I gained new connections through joining groups including Success Champion Networking and Dream Team Dallas. I am motivated now more than ever to grow our business and brand.
We had time to give back our resources to important events including the Jesuit Women’s Auxiliary Christmas Bazaar and the Grant Halliburton Foundation’s Beacon of Hope Luncheon and Hope Party, among other things.
Industry wide, folks were dabbling in AI. Those that knew how to embrace it, we were grateful. And a few clients and prospects that were just getting on board, we were honored to educate them on the benefits.
Reflecting on 2025 and looking forward to the coming year are critical to me as a business leader. As a business, we will continue our focus — providing marketing plans and strategies and spot-on execution are paramount. We will continue to work with those we love, for those we love while taking care of our loves.
Cheers to the new year! I am honored to be working with this rockin’ team for our amazing clients.
Client Relationship Rocker Nancy Scott
As I look back on 2025, I’m grateful for a year that pushed me, taught me and reminded me why I love the work I do. I had the chance to partner with some incredible clients across industries and help them fine tune messaging and branding. Each project felt meaningful — I’m proud of the work created with my fellow Rockers and clients.
On the home front, my three daughters continue to amaze me. I watched them grow into themselves more, becoming more confident and more aware of who they are. We faced big and small challenges head-on and together. In starting over, we leaned on each other and discovered a kind of strength and courage I’ll never forget.
As we wrap up the year, I’m thankful for the people and moments that made 2025 what it was. Mostly, I’m grateful for my daughters and the community around us. Here’s to moving into 2026 with clarity, gratitude and hope!
Rock Collector Alison Moreno
2025 was an incredible year both personally and professionally. Watching my son graduate from high school and sending him off to college is sad and wonderful all at the same time. Witnessing my daughter become strong and independent both physically and emotionally, as she finished 3rd in Powerlifting Regionals before finishing out her sophomore year has made me so proud.
This year has also been a great opportunity for me as I have been able to grow and learn so much within the bookkeeping and accounting world. I have been able to work with more business owners in different industries that have bright dreams for their companies, and I have been able to help them work towards those goals. I hope that 2026 offers more of the same opportunities and progress as I push myself beyond my previous boundaries and expand my expertise.
Media Rocker Christine Finnegan
My year-end reflections for 2025 focus on reviewing my personal growth, career milestones — such as new skills and leadership achievements — health habits, and financial goals. I emphasized the importance of deep, intentional planning rather than merely “doing more” to achieve true fulfillment. My actions are always guided by self-awareness and resilience, ensuring they align with my personal values and maintain focus. As I look back on the year, I’ve realized that my happiness stems primarily from my two sons. Knowing that they are well and thriving brings me immense joy and fulfillment.
Swiss Army Rock Lea Ann Allen
2025 was a year full of Blursdays. Blursday, in case you are not familiar, is the day it is when you don’t know what day it is. All in all, 2025 has been utter chaos. But amid all the chaos I could always count on my colleagues at Front Porch Marketing. They are steady, kind and uplifting.
In all other ways, I am grateful this year is over. And I’m definitely hoping next year is less like a dumpster fire and more like a warm cup of cocoa with extra marshmallows. Keep your fingers crossed.
Website Rocker Vicky Gouge
It’s hard to believe we’re heading into 2026. My son just turned 12, and it feels like only yesterday I was holding him for the first time. While I love watching him grow into a thoughtful, capable young man, it’s bittersweet how quickly the years seem to pass. Time has a way of speeding up as we get older, and moments like this make that especially clear.
Looking back, 2025 was a steady and meaningful year. I was fortunate to travel with friends, spend a lot of quality time with family, and create new memories with Charlie along the way. Those experiences are what truly anchored the year for me.
From a business perspective, the year brought its share of challenges. The rapid emergence of AI tools introduced uncertainty, and a shifting economy made decision-making slower for many consumers. Even so, the year remained a positive one overall — full of learning, adaptation, and forward momentum.
Intern Sophie Leos
As I reflect back on the past year, I am so thankful for the opportunities that presented challenges and allowed me to grow professionally and as a person. As a senior in college at the University of Arkansas, I am approaching some of my final months as a student. Looking back even just a year ago, I feel like a whole new person.
This year was filled with various internships including my current one with Front Porch Marketing, which has given me much clarity as to my future career path. Front Porch has allowed me to learn from inspiring marketing professionals and gain numerous new skills, along with a vast amount of knowledge about the marketing world. I feel so much more prepared to enter the workforce and confident in the value that I can add to a team.
I am so grateful to everyone at Front Porch who has given me the space to learn and grow while also providing me with valuable guidance along the way. 2025 was so fruitful, and I cannot wait to see what’s in store for the next year!
Intern Riley Fry
Over the course of this year, there have been challenges to face, obstacles to overcome, goals achieved and unforgettable memories made with friends and family. To 2025, all I can say is thank you for shaping me into the person I am today, strengthening me through difficult moments and reminding me of what I’m capable of. Being a part of Front Porch Marketing has truly uplifted me and taught me more than I could have ever imagined, both personally and professionally. Every experience, lesson and connection has played a role in my growth. Because of 2025, I’m stepping into the new year feeling grateful, confident and excited for what’s ahead.
Reflections on 2025, From All of Us on the Porch
Thank you for being part of a year that challenged us, shaped us and helped us grow into the best versions of ourselves. As we step into the new year, we do so with gratitude for our people, our clients and the community that continues to support and inspire us.
Here’s to growth, clarity and showing up for one another.
Stay curious.
Stay kind.
Keep rocking.
With hearts full of love and excitement, we can’t wait to see what this new year will bring.
It’s the last post of the year, y’all, time for a round-up of the best marketing tips from our blog. It’s about to be 2026 in a few days, and we’ve accomplished a lot! To move forward to the future of your marketing success, we thought it would be helpful to go back and share some knowledge from the past. Hopefully, this will help you start thinking about what you want your business to be in 2026.
Start the Year With a Marketing Plan
First of all, you don’t know where to start planning for the year ahead? Start with an official marketing plan. Put a document like this together to help guide you through the year. Here are some marketing tip posts:
Next, does your branding stand for the company the way you want it to? Can you strengthen your brand? Will 2026 be the year for a re-branding to more align your business goals? Here are some branding posts to help you evaluate your situation.
To continue this thought, part of your brand is your voice. The words you use, the story you tell. Are you maximizing that voice in every point of contact? Here are some marketing tips on topics to think about when you are evaluating your content:
Finally, need marketing tips on how to do email or newsletter marketing? Social media posting? We’ve got you covered. Get started by checking out these post for information, or advancing your digital marketing prowess this year:
Overall, we might have covered just about every every marketing topic that a small business could use to grow their brand. Because, we’ve been creating content on our blog for over a decade! Find a nugget or two in there to help you get started. If you want to subscribe to the blog and get a tip post every week next year, just subscribe here. If you have questions, be sure to holler.
2025 was a crazy year, to say the least, and the most popular marketing trends of 2025 made that even more clear. With tons of new technological advancements and the fastest-paced media we’ve seen to date, trends came and went like rapid fire. Brands have had to work harder than ever to stay up to date and keep their audience’s attention. Here are just a few ways we saw this play out throughout the year.
Targeting Younger Audiences
The first trending tactic we’ve noticed being used heavily is targeting younger generations. Brands are shifting from the Boomer/Gen X demographic to Millennials and Gen Z, and with that shift brings lots of changes. Gen Z is extremely different from past generations when it comes to purchasing decisions. Prioritization of authenticity, mission driven messaging, and inclusivity is crucial in order to appeal to these younger audiences. Companies have been accomplishing this by creating campaigns that stand out among competitors, using humor to connect, and partnering trusted creators to convey their messaging effectively.
Visual Storytelling Dominates Marketing Trends
With platforms such as TikTok and Instagram, where short-form video content dominates, brands quickly jumped on the opportunity. These video ads can be easily integrated among the endless entertainment content that consumers spend hours watching every single day. Paid promotion through short-form videos and influencers have taken the world by storm, bringing companies huge amounts of success. Leveraging niche audiences through micro-influencers was especially popular in 2025, and we expect to see this trend continue for years to come.
Utilizing user data
Data-driven marketing is one of the most powerful tools a brand can use. Personalization is expected in today’s market, and every year we see it becoming even more individualized. In 2025, consumers were more willing to share their data with brands they trusted, especially when they could clearly see the benefits in doing so. This data helped brands to tailor content and campaigns to the most relevant users. Investing in this strategy was a major trend leading to higher engagement, increased conversion rates, and stronger customer loyalty.
As the year winds down, most marketers are thinking about holiday campaigns, reviewing Q4 deliverables, and tying up loose ends. But there’s one task that can make a bigger impact on next year than any last-minute push: a thoughtful review of the past 12 months.
For marketing and advertising teams an end-of-year assessment isn’t just a nice tradition. It’s a chance to pause, zoom out, and understand what worked, what didn’t, and how to set yourself up for a more efficient, more creative and more rewarding year ahead.
How do you go about conducting a meaningful year-end review and then turn insights into an actionable plan for next year?
Start by Reviewing the Work Itself
Look back at your projects, campaigns, pitches and deliverables from the past year. What felt strong? Did anything fall short? Were there things that surprised you?
Questions to ask yourself as you’re reviewing the work:
Which projects delivered the best results for clients and why?
Which projects were the most creatively fulfilling?
What took more time or budget than expected?
Which deliverables consistently ran smoothly?
What bottlenecks or frustrations came up repeatedly?
Look for patterns here, not one-off issues. These patterns will tell you where your firm naturally excels and where possible tweaks could make a difference next year.
Evaluate Your Processes
Even the best work can feel stressful if the work behind the scenes isn’t efficient. Reviewing your processes helps you identify where extra time can be eliminated, or needs to be added, next year. Put best practices in place. Write down processes that work to share with the team and onboard with new team members.
Questions to ask when reviewing processes:
Where did communication break down?
Did we have the right information at the right time?
Were timelines realistic or chaotic?
Did approvals or revisions slow things down?
Did we use our tools effectively?
When taking a look at your processes, look for repeated snags or bottlenecks, overcomplicated workflows that can be simplified, missing steps that caused confusion, and tasks that always seemed to fall through the cracks. Process updates for next year will mean an easier year and a happier team!
Reviewing Your Team’s Capacity, Skills and Collaboration
A strong team is the core of a strong year. Assess whether or not everyone is working together well. Are there different communication techniques that could be used across the board for stronger connections?
Questions to ask yourself when reviewing your team’s strengths:
Did team members feel overloaded at any point?
Where did people shine, and where did they struggle?
Did cross-discipline collaboration happen naturally or did silos form?
Are there skills the team wants to learn in able to grow?
Look for opportunities to build up strengths and support areas needing more structure, tools or training.
Examine Your Client Relationships
Reviewing the past year in terms of client relationships helps guide you forward and grow your business. Find what types of clients or industries you want to attract next year, and which ones you may need to reevaluate, by reviewing your client base every year.
Questions to ask yourself when reviewing clients:
Who were your strongest partnerships? Why?
Where did expectations misalign?
Were you proactive or reactive in your communication?
Are there clients you’d love to replicate, or ones that weren’t a great fit?
Now Turn Your Review Into Next Year’s Plan
Once you’ve assessed the year, it’s time to transform insights into a strategic plan.
As you look ahead, start by identifying the strengths you want to carry forward. Don’t reinvent what’s already working well. Instead, recognize the processes, tools and team dynamics that consistently support strong outcomes. Maybe that was a solid creative brainstorm structure, reliable kickoff briefs, smooth approvals or content formats that performed especially well.
Equally important is acknowledging what didn’t work and choosing just a few meaningful improvements to focus on next year. You don’t need sweeping overhauls, just simple changes like streamlining intake forms, improving briefs, adding mid-project check-ins, investing in a useful new tool, tightening your revision process or strengthening client onboarding. Choose improvements that will make the biggest impact overall, and implement them for next year.
From there, use the insights gathered in your review to set specific, data-informed goals. These might include reducing turnaround times or launching new services. To make these goals truly effective, involve your entire team in shaping them. Because your team lived the work this year, they can offer invaluable observations, surface opportunities for improvement, suggest fixes, and help you prioritize what matters most. When everyone participates in building the plan, they’re more invested in bringing it to life.
From Reviewing to ReDoing
Finally, turn your insights into a clear “next-year playbook.” It can be as simple as a one-pager or a more detailed document. Both work. What matters is capturing the key takeaways from your review, outlining what will stay the same and what will change, clarifying team goals, identifying tools or training to implement and articulating your vision for the year ahead. It’s a guide your team can reference throughout the year to stay aligned, accountable and focused on continuous improvement.
